ProConnect
Cloud-based professional tax software for accounting firms.
Executive Summary
Intuit ProConnect Tax is a leading cloud-based professional tax software designed for accounting firms, particularly those handling a high volume of tax returns. It aims to significantly enhance efficiency and confidence in tax preparation by providing a seamless, integrated workflow from client bookkeeping to tax filing and advisory services. The software is built to support firms in preparing various types of returns, including individual and business. ProConnect Tax offers deep integration with QuickBooks Online Accountant, enabling firms to effortlessly import client financial data, manage tax processes, and leverage advanced advisory insights within a unified platform. This integration streamlines the entire books-to-tax-to-advisory journey. The platform also incorporates an AI co-pilot and Intuit Tax Advisor to provide intelligent assistance and guidance, further optimizing complex tax tasks and client consultations. Available on a flexible pay-per-return basis or through bundled packages, ProConnect Tax caters to the diverse needs of accounting practices, from small firms to large enterprises preparing thousands of returns. Its cloud-native architecture ensures accessibility from anywhere, empowering tax professionals to work efficiently and confidently while maintaining compliance with tax regulations.
Use Cases
- Preparing individual tax returns (e.g., 1040s)
- Preparing business tax returns (e.g., 1120, 1120S, 1065)
- Streamlining the books-to-tax workflow for accounting firms
- Providing tax advisory and planning services to clients
- Managing client tax data and filings in a secure, cloud-based environment
Features
Visibility
- Unified Books-to-Tax Workflow: Seamlessly integrates client financial data from QuickBooks Online Accountant into the tax preparation process.
- Cloud Accessibility: Enables tax professionals to access and manage client tax returns from any location with an internet connection.
Intelligence
- AI Co-pilot: Assists tax professionals with intelligent suggestions and automation to enhance efficiency and accuracy.
- Intuit Tax Advisor Integration: Provides advanced insights and guidance to support comprehensive tax advisory services for clients.
Technical Specifications
- Architecture
- Cloud-native, utilizing REST-based APIs for integration.
- Deployment
- SaaS
- Authentication
- OAuth/OIDC
- API Available
- Yes
Infrastructure
- AWS
Integrations
- QuickBooks Online Accountant
Security & Compliance
Certifications: SOC 2, ISO 27001, PCI DSS, GDPR
Encryption: Data encrypted in transit and at rest to protect sensitive client information.
Pricing
- Model
- Package-based or pay-per-return
- Starting Price
- Starting from $59.96 per return (for 10-49 returns package)
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- Yes
About Intuit (QuickBooks)
Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.